AU2003291695A1 - Financial planning constraints for portfolio analysis - Google Patents

Financial planning constraints for portfolio analysis

Info

Publication number
AU2003291695A1
AU2003291695A1 AU2003291695A AU2003291695A AU2003291695A1 AU 2003291695 A1 AU2003291695 A1 AU 2003291695A1 AU 2003291695 A AU2003291695 A AU 2003291695A AU 2003291695 A AU2003291695 A AU 2003291695A AU 2003291695 A1 AU2003291695 A1 AU 2003291695A1
Authority
AU
Australia
Prior art keywords
financial planning
portfolio analysis
planning constraints
constraints
portfolio
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Abandoned
Application number
AU2003291695A
Other versions
AU2003291695A8 (en
Inventor
Curtis Burton Downing
Brian Hollander
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
MELLON INVESTORS LLC
Original Assignee
MELLON INVESTORS LLC
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by MELLON INVESTORS LLC filed Critical MELLON INVESTORS LLC
Publication of AU2003291695A1 publication Critical patent/AU2003291695A1/en
Publication of AU2003291695A8 publication Critical patent/AU2003291695A8/en
Abandoned legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Engineering & Computer Science (AREA)
  • Business, Economics & Management (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Operations Research (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
AU2003291695A 2002-11-01 2003-11-03 Financial planning constraints for portfolio analysis Abandoned AU2003291695A1 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US42322902P 2002-11-01 2002-11-01
US60/423,229 2002-11-01
PCT/US2003/035004 WO2004042532A2 (en) 2002-11-01 2003-11-03 Financial planning constraints for portfolio analysis

Publications (2)

Publication Number Publication Date
AU2003291695A1 true AU2003291695A1 (en) 2004-06-07
AU2003291695A8 AU2003291695A8 (en) 2004-06-07

Family

ID=32312624

Family Applications (1)

Application Number Title Priority Date Filing Date
AU2003291695A Abandoned AU2003291695A1 (en) 2002-11-01 2003-11-03 Financial planning constraints for portfolio analysis

Country Status (2)

Country Link
AU (1) AU2003291695A1 (en)
WO (1) WO2004042532A2 (en)

Families Citing this family (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US10453140B2 (en) 2010-11-04 2019-10-22 New York Life Insurance Company System and method for allocating traditional and non-traditional assets in an investment portfolio
US20120116990A1 (en) * 2010-11-04 2012-05-10 New York Life Insurance Company System and method for allocating assets among financial products in an investor portfolio

Family Cites Families (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US6021397A (en) * 1997-12-02 2000-02-01 Financial Engines, Inc. Financial advisory system
US6996539B1 (en) * 1998-03-11 2006-02-07 Foliofn, Inc. Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis

Also Published As

Publication number Publication date
WO2004042532A3 (en) 2005-08-18
AU2003291695A8 (en) 2004-06-07
WO2004042532A2 (en) 2004-05-21

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Legal Events

Date Code Title Description
MK6 Application lapsed section 142(2)(f)/reg. 8.3(3) - pct applic. not entering national phase